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Find The Best Financial Advisors in Beverly Hills, California
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Beverly Hills, California
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Beverly Hills, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 10 vetted financial advisors and non-vetted financial advisors in Beverly Hills, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Beverly Hills, California have an average of 17 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Beverly Hills, California
310-712-2365
Top Financial Advisor Firms in Beverly Hills, California (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| PLATINUM EQUITY ADVISORS, LLC 360 North Crescent Drive, South Building Beverly Hills, CA, 90210-2529 | 161491 | $47,642,446,510 | 124 | A Percentage of AUM, Performance Based |
| LEVINE LEICHTMAN CAPITAL PARTNERS, LLC 345 N. Maple Drive, Suite 300 Beverly Hills, CA, 90210 | 140980 | $9,328,389,198 | 54 | A Percentage of AUM, Performance Based |
| BUTTERFLY EQUITY LP 9595 Wilshire Blvd, Suite 510, Beverly Hills, CA, 90212 | 284667 | $3,394,111,738 | 19 | A Percentage of AUM, Performance Based |
| MOZAIC, LLC 350 South Beverly Drive, Suite 340, Beverly Hills, CA, 90212 | 145777 | $2,896,976,167 | 78 | A Percentage of AUM, Hourly charges, Fixed Fees |
| GRANT TANI BARASH & ALTMAN, LLC 9100 Wilshire Blvd, Suite 1000 West Beverly Hills, CA, 90212 | 319128 | $1,584,401,800 | 236 | Other (BUNDLED FEES FOR ALL BUSINESS MANAGEMENT SERVICES) |
| CHECCHI CAPITAL ADVISERS, LLC 9720 Wilshire Blvd, Suite 400 Beverly Hills, CA, 90212 | 143478 | $1,490,318,604 | 947 | A Percentage of AUM, Other (MINIMUM ACCOUNT FEE) |
| JOEL R. MOGY INVESTMENT COUNSEL INC. 315 South Beverly Drive, Suite 400 Beverly Hills, CA, 90212-4301 | 111622 | $1,371,087,363 | 587 | A Percentage of AUM, Fixed Fees, Other (TRUSTEE FEES) |
| GALLIOTT CAPITAL ADVISORS, LLC 9401 Wilshire Blvd., Ste 705 Beverly Hills, CA, 90212 | 313094 | $1,011,900,000 | 250 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (CONSULTING FEES) |
| BOULEVARD FAMILY WEALTH 9465 Wilshire Blvd., Suite 840 Beverly Hills, CA, 90212 | 285229 | $857,402,225 | 119 | A Percentage of AUM, Fixed Fees |
| MONOGRAM CAPITAL MANAGEMENT, L.P. 400 N Camden Drive, Suite 300 Beverly Hills, CA, 90210 | 290197 | $787,202,464 | 18 | A Percentage of AUM, Performance Based, Other (MONITORING FEES) |
| LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC 345 N. Maple Drive, Suite 300 Beverly Hills, CA, 90210-5162 | 289401 | $709,098,715 | 1 | A Percentage of AUM, Performance Based |
| CHEVIOT VALUE MANAGEMENT, LLC 433 North Camden Drive, Suite 800 Beverly Hills, CA, 90210 | 166291 | $676,410,904 | 955 | A Percentage of AUM, Hourly charges, Fixed Fees |
| AIRE ADVISORS, LLC 9350 Wilshire Blvd, Suite 200 Beverly Hills, CA, 90212 | 307450 | $640,111,279 | 2013 | A Percentage of AUM, Hourly charges, Fixed Fees |
| BEVERLY HILLS PRIVATE WEALTH, LLC 350 S. Beverly Drive, Suite 360 Beverly Hills, CA, 90212 | 321132 | $484,000,000 | 791 | A Percentage of AUM, Hourly charges, Fixed Fees |
| THE GORES GROUP, LLC 9800 Wilshire Boulevard, Beverly Hills, CA, 90212 | 160598 | $436,044,869 | 6 | A Percentage of AUM, Performance Based, Other (TRANSACTION AND PORTFOLIO COMPANY MONITORING FEES) |
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